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Financial Advisor   

$100MM AUM | $100,000 GDC in Miami, FL

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Miami, FL, US
12 Month Gross Revenue
$100,000
Number of Accounts
20
Avg Client Age
50

Overview

20 year investment advisor. Currently CIO of $2B RIA serving wealth management and qualified retirement plan clients.

Looking to buy or merge and create my own firm.

 
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